Back to BTCW
PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BTCW
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
188
Latest value
$11M
Q3 2026
Peak value
$20M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $678K |
| Q4 2022 | $173K |
| Q4 2022 | $96K |
| Q4 2022 | $72K |
| Q4 2022 | $37K |
| Q4 2022 | $79K |
| Q4 2022 | $302K |
| Q4 2022 | $205K |
| Q4 2022 | $475K |
| Q4 2022 | $9.6M |
| Q1 2023 | $644K |
| Q1 2023 | $176K |
| Q1 2023 | $96K |
| Q1 2023 | $77K |
| Q1 2023 | $40K |
| Q1 2023 | $79K |
| Q1 2023 | $416K |
| Q1 2023 | $82K |
| Q1 2023 | $397K |
| Q1 2023 | $10.9M |
| Q2 2023 | $744K |
| Q2 2023 | $3.8M |
| Q2 2023 | $99K |
| Q2 2023 | $132K |
| Q2 2023 | $43K |
| Q2 2023 | $150K |
| Q2 2023 | $409K |
| Q2 2023 | $82K |
| Q2 2023 | $417K |
| Q2 2023 | $11.7M |
| Q3 2023 | $741K |
| Q3 2023 | $3.9M |
| Q3 2023 | $95K |
| Q3 2023 | $173K |
| Q3 2023 | $42K |
| Q3 2023 | $195K |
| Q3 2023 | $374K |
| Q3 2023 | $79K |
| Q3 2023 | $430K |
| Q3 2023 | $11.6M |
| Q4 2023 | $806K |
| Q4 2023 | $4.5M |
| Q4 2023 | $103K |
| Q4 2023 | $201K |
| Q4 2023 | $47K |
| Q4 2023 | $285K |
| Q4 2023 | $409K |
| Q4 2023 | $502K |
| Q4 2023 | $13.5M |
| Q1 2024 | $1.1M |
| Q1 2024 | $5M |
| Q1 2024 | $112K |
| Q1 2024 | $234K |
| Q1 2024 | $78K |
| Q1 2024 | $119K |
| Q1 2024 | $353K |
| Q1 2024 | $435K |
| Q1 2024 | $120K |
| Q1 2024 | $509K |
| Q1 2024 | $9M |
| Q2 2024 | $1.1M |
| Q2 2024 | $5.1M |
| Q2 2024 | $113K |
| Q2 2024 | $277K |
| Q2 2024 | $79K |
| Q2 2024 | $124K |
| Q2 2024 | $398K |
| Q2 2024 | $414K |
| Q2 2024 | $125K |
| Q2 2024 | $472K |
| Q2 2024 | $9.3M |
| Q3 2024 | $1.3M |
| Q3 2024 | $5.6M |
| Q3 2024 | $122K |
| Q3 2024 | $328K |
| Q3 2024 | $83K |
| Q3 2024 | $105K |
| Q3 2024 | $555K |
| Q3 2024 | $370K |
| Q3 2024 | $102K |
| Q3 2024 | $487K |
| Q3 2024 | $15M |
| Q4 2024 | $1.2M |
| Q4 2024 | $5.6M |
| Q4 2024 | $121K |
| Q4 2024 | $313K |
| Q4 2024 | $75K |
| Q4 2024 | $107K |
| Q4 2024 | $3.2M |
| Q4 2024 | $523K |
| Q4 2024 | $389K |
| Q4 2024 | $3K |
| Q4 2024 | $435K |
| Q4 2024 | $554K |
| Q4 2024 | $14.6M |
| Q1 2025 | $1.4M |
| Q1 2025 | $5.5M |
| Q1 2025 | $123K |
| Q1 2025 | $314K |
| Q1 2025 | $72K |
| Q1 2025 | $110K |
| Q1 2025 | $3.4M |
| Q1 2025 | $508K |
| Q1 2025 | $471K |
| Q1 2025 | $3K |
| Q1 2025 | $434K |
| Q1 2025 | $525K |
| Q1 2025 | $17.4M |
| Q2 2025 | $1.4M |
| Q2 2025 | $6.5M |
| Q2 2025 | $127K |
| Q2 2025 | $330K |
| Q2 2025 | $87K |
| Q2 2025 | $113K |
| Q2 2025 | $3.9M |
| Q2 2025 | $33K |
| Q2 2025 | $544K |
| Q2 2025 | $425K |
| Q2 2025 | $3K |
| Q2 2025 | $451K |
| Q2 2025 | $580K |
| Q2 2025 | $20M |
| Q3 2025 | $1.4M |
| Q3 2025 | $6.3M |
| Q3 2025 | $135K |
| Q3 2025 | $384K |
| Q3 2025 | $89K |
| Q3 2025 | $114K |
| Q3 2025 | $752K |
| Q3 2025 | $37K |
| Q3 2025 | $546K |
| Q3 2025 | $518K |
| Q3 2025 | $39K |
| Q3 2025 | $461K |
| Q3 2025 | $587K |
| Q3 2025 | $10.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $6.6M |
| Q4 2025 | $137K |
| Q4 2025 | $390K |
| Q4 2025 | $97K |
| Q4 2025 | $115K |
| Q4 2025 | $808K |
| Q4 2025 | $38K |
| Q4 2025 | $543K |
| Q4 2025 | $508K |
| Q4 2025 | $41K |
| Q4 2025 | $487K |
| Q4 2025 | $278K |
| Q4 2025 | $10.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $7.1M |
| Q1 2026 | $138K |
| Q1 2026 | $455K |
| Q1 2026 | $116K |
| Q1 2026 | $682K |
| Q1 2026 | $38K |
| Q1 2026 | $634K |
| Q1 2026 | $509K |
| Q1 2026 | $3K |
| Q1 2026 | $482K |
| Q1 2026 | $305K |
| Q1 2026 | $10.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $7.4M |
| Q2 2026 | $149K |
| Q2 2026 | $481K |
| Q2 2026 | $131K |
| Q2 2026 | $682K |
| Q2 2026 | $45K |
| Q2 2026 | $709K |
| Q2 2026 | $101K |
| Q2 2026 | $3K |
| Q2 2026 | $524K |
| Q2 2026 | $331K |
| Q2 2026 | $10.7M |
| Q3 2026 | $1.5M |
| Q3 2026 | $7.8M |
| Q3 2026 | $514K |
| Q3 2026 | $128K |
| Q3 2026 | $615K |
| Q3 2026 | $43K |
| Q3 2026 | $685K |
| Q3 2026 | $100K |
| Q3 2026 | $3K |
| Q3 2026 | $519K |
| Q3 2026 | $321K |
| Q3 2026 | $11M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11M | 112.8K | — | — |
| Q3 2026 | $321K | 5.7K | — | — |
| Q3 2026 | $519K | 10.0K | — | — |
| Q3 2026 | $3K | 79 | — | — |
| Q3 2026 | $100K | 2.2K | — | — |
| Q3 2026 | $685K | 18.1K | — | — |
| Q3 2026 | $43K | 666 | — | — |
| Q3 2026 | $615K | 15.1K | — | — |
| Q3 2026 | $128K | 1.0K | — | — |
| Q3 2026 | $514K | 9.3K | — | — |
| Q3 2026 | $7.8M | 124.2K | — | — |
| Q3 2026 | $1.5M | 13.7K | — | — |
| Q2 2026 | $10.7M | 112.0K | — | — |
| Q2 2026 | $331K | 5.6K | — | — |
| Q2 2026 | $524K | 10.0K | — | — |
| Q2 2026 | $3K | 79 | — | — |
| Q2 2026 | $101K | 2.2K | — | — |
| Q2 2026 | $709K | 17.4K | — | — |
| Q2 2026 | $45K | 664 | — | — |
| Q2 2026 | $682K | 15.9K | — | — |
| Q2 2026 | $131K | 1.0K | — | — |
| Q2 2026 | $481K | 8.9K | — | — |
| Q2 2026 | $149K | 1.6K | — | — |
| Q2 2026 | $7.4M | 113.6K | — | — |
| Q2 2026 | $1.6M | 14.1K | — | — |
| Q1 2026 | $10.5M | 120.0K | — | — |
| Q1 2026 | $305K | 5.8K | — | — |
| Q1 2026 | $482K | 10.0K | — | — |
| Q1 2026 | $3K | 78 | — | — |
| Q1 2026 | $509K | 12.6K | — | — |
| Q1 2026 | $634K | 17.6K | — | — |
| Q1 2026 | $38K | 661 | — | — |
| Q1 2026 | $682K | 16.7K | — | — |
| Q1 2026 | $116K | 1.0K | — | — |
| Q1 2026 | $455K | 9.1K | — | — |
| Q1 2026 | $138K | 1.6K | — | — |
| Q1 2026 | $7.1M | 118.0K | — | — |
| Q1 2026 | $1.6M | 14.3K | — | — |
| Q4 2025 | $10.6M | 118.3K | — | — |
| Q4 2025 | $278K | 5.6K | — | — |
| Q4 2025 | $487K | 10.0K | — | — |
| Q4 2025 | $41K | 978 | — | — |
| Q4 2025 | $508K | 12.3K | — | — |
| Q4 2025 | $543K | 16.2K | — | — |
| Q4 2025 | $38K | 660 | — | — |
| Q4 2025 | $808K | 17.4K | — | — |
| Q4 2025 | $115K | 1.0K | — | — |
| Q4 2025 | $97K | 3.1K | — | — |
| Q4 2025 | $390K | 8.4K | — | — |
| Q4 2025 | $137K | 1.6K | — | — |
| Q4 2025 | $6.6M | 115.1K | — | — |
| Q4 2025 | $1.4M | 13.8K | — | — |
| Q3 2025 | $10.4M | 117.4K | — | — |
| Q3 2025 | $587K | 11.7K | — | — |
| Q3 2025 | $461K | 10.0K | — | — |
| Q3 2025 | $39K | 977 | — | — |
| Q3 2025 | $518K | 12.8K | — | — |
| Q3 2025 | $546K | 16.2K | — | — |
| Q3 2025 | $37K | 657 | — | — |
| Q3 2025 | $752K | 17.0K | — | — |
| Q3 2025 | $114K | 1.0K | — | — |
| Q3 2025 | $89K | 3.1K | — | — |
| Q3 2025 | $384K | 8.3K | — | — |
| Q3 2025 | $135K | 1.6K | — | — |
| Q3 2025 | $6.3M | 109.6K | — | — |
| Q3 2025 | $1.4M | 13.8K | — | — |
| Q2 2025 | $20M | 238.8K | — | — |
| Q2 2025 | $580K | 12.5K | — | — |
| Q2 2025 | $451K | 10.0K | — | — |
| Q2 2025 | $3K | 77 | — | — |
| Q2 2025 | $425K | 10.6K | — | — |
| Q2 2025 | $544K | 17.1K | — | — |
| Q2 2025 | $33K | 655 | — | — |
| Q2 2025 | $3.9M | 81.6K | — | — |
| Q2 2025 | $113K | 1.0K | — | — |
| Q2 2025 | $87K | 3.1K | — | — |
| Q2 2025 | $330K | 7.3K | — | — |
| Q2 2025 | $127K | 1.6K | — | — |
| Q2 2025 | $6.5M | 117.3K | — | — |
| Q2 2025 | $1.4M | 14.9K | — | — |
| Q1 2025 | $17.4M | 217.7K | — | — |
| Q1 2025 | $525K | 11.3K | — | — |
| Q1 2025 | $434K | 10.0K | — | — |
| Q1 2025 | $3K | 76 | — | — |
| Q1 2025 | $471K | 13.2K | — | — |
| Q1 2025 | $508K | 15.9K | — | — |
| Q1 2025 | $3.4M | 77.8K | — | — |
| Q1 2025 | $110K | 1.0K | — | — |
| Q1 2025 | $72K | 3.0K | — | — |
| Q1 2025 | $314K | 7.5K | — | — |
| Q1 2025 | $123K | 1.6K | — | — |
| Q1 2025 | $5.5M | 114.7K | — | — |
| Q1 2025 | $1.4M | 14.6K | — | — |
| Q4 2024 | $14.6M | 180.2K | — | — |
| Q4 2024 | $554K | 10.8K | — | — |
| Q4 2024 | $435K | 10.0K | — | — |
| Q4 2024 | $3K | 76 | — | — |
| Q4 2024 | $389K | 10.8K | — | — |
| Q4 2024 | $523K | 15.2K | — | — |
| Q4 2024 | $3.2M | 70.8K | — | — |
| Q4 2024 | $107K | 1.0K | — | — |
| Q4 2024 | $75K | 3.0K | — | — |
| Q4 2024 | $313K | 7.7K | — | — |
| Q4 2024 | $121K | 1.6K | — | — |
| Q4 2024 | $5.6M | 115.0K | — | — |
| Q4 2024 | $1.2M | 13.1K | — | — |
| Q3 2024 | $15M | 180.2K | — | — |
| Q3 2024 | $487K | 9.4K | — | — |
| Q3 2024 | $102K | 957 | — | — |
| Q3 2024 | $370K | 9.4K | — | — |
| Q3 2024 | $555K | 16.1K | — | — |
| Q3 2024 | $105K | 3.1K | — | — |
| Q3 2024 | $83K | 3.0K | — | — |
| Q3 2024 | $328K | 7.5K | — | — |
| Q3 2024 | $122K | 1.6K | — | — |
| Q3 2024 | $5.6M | 104.3K | — | — |
| Q3 2024 | $1.3M | 14.0K | — | — |
| Q2 2024 | $9.3M | 118.6K | — | — |
| Q2 2024 | $472K | 10.0K | — | — |
| Q2 2024 | $125K | 1.1K | — | — |
| Q2 2024 | $414K | 10.6K | — | — |
| Q2 2024 | $398K | 12.8K | — | — |
| Q2 2024 | $124K | 3.6K | — | — |
| Q2 2024 | $79K | 3.0K | — | — |
| Q2 2024 | $277K | 6.4K | — | — |
| Q2 2024 | $113K | 1.6K | — | — |
| Q2 2024 | $5.1M | 99.5K | — | — |
| Q2 2024 | $1.1M | 13.2K | — | — |
| Q1 2024 | $9M | 118.3K | — | — |
| Q1 2024 | $509K | 10.3K | — | — |
| Q1 2024 | $120K | 1.1K | — | — |
| Q1 2024 | $435K | 11.2K | — | — |
| Q1 2024 | $353K | 10.8K | — | — |
| Q1 2024 | $119K | 3.6K | — | — |
| Q1 2024 | $78K | 3.0K | — | — |
| Q1 2024 | $234K | 5.6K | — | — |
| Q1 2024 | $112K | 1.6K | — | — |
| Q1 2024 | $5M | 98.1K | — | — |
| Q1 2024 | $1.1M | 12.4K | — | — |
| Q4 2023 | $13.5M | 191.7K | — | — |
| Q4 2023 | $502K | 10.6K | — | — |
| Q4 2023 | $409K | 11.1K | — | — |
| Q4 2023 | $285K | 8.9K | — | — |
| Q4 2023 | $47K | 1.9K | — | — |
| Q4 2023 | $201K | 4.9K | — | — |
| Q4 2023 | $103K | 1.6K | — | — |
| Q4 2023 | $4.5M | 90.8K | — | — |
| Q4 2023 | $806K | 9.8K | — | — |
| Q3 2023 | $11.6M | 182.1K | — | — |
| Q3 2023 | $430K | 10.4K | — | — |
| Q3 2023 | $79K | 1.9K | — | — |
| Q3 2023 | $374K | 11.2K | — | — |
| Q3 2023 | $195K | 6.9K | — | — |
| Q3 2023 | $42K | 1.9K | — | — |
| Q3 2023 | $173K | 4.6K | — | — |
| Q3 2023 | $95K | 1.6K | — | — |
| Q3 2023 | $3.9M | 84.3K | — | — |
| Q3 2023 | $741K | 9.5K | — | — |
| Q2 2023 | $11.7M | 118.7K | — | — |
| Q2 2023 | $417K | 9.1K | — | — |
| Q2 2023 | $82K | 0 | — | — |
| Q2 2023 | $409K | 10.1K | — | — |
| Q2 2023 | $150K | 1.1K | — | — |
| Q2 2023 | $43K | 1.9K | — | — |
| Q2 2023 | $132K | 883 | — | — |
| Q2 2023 | $99K | 1.6K | — | — |
| Q2 2023 | $3.8M | 53.5K | — | — |
| Q2 2023 | $744K | 7.0K | — | — |
| Q1 2023 | $10.9M | 174.6K | — | — |
| Q1 2023 | $397K | 9.6K | — | — |
| Q1 2023 | $82K | 1.9K | — | — |
| Q1 2023 | $416K | 11.7K | — | — |
| Q1 2023 | $79K | 2.8K | — | — |
| Q1 2023 | $40K | 1.8K | — | — |
| Q1 2023 | $77K | 2.0K | — | — |
| Q1 2023 | $96K | 1.6K | — | — |
| Q1 2023 | $176K | 3.8K | — | — |
| Q1 2023 | $644K | 7.8K | — | — |
| Q4 2022 | $9.6M | 159.2K | — | — |
| Q4 2022 | $475K | 11.8K | — | — |
| Q4 2022 | $205K | 4.8K | — | — |
| Q4 2022 | $302K | 9.4K | — | — |
| Q4 2022 | $79K | 2.8K | — | — |
| Q4 2022 | $37K | 1.8K | — | — |
| Q4 2022 | $72K | 2.0K | — | — |
| Q4 2022 | $96K | 1.6K | — | — |
| Q4 2022 | $173K | 3.9K | — | — |
| Q4 2022 | $678K | 7.9K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF